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WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Mar 28, 2015

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Page 1: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

WE MAKE REPORTING SIMPLE

Page 2: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

GEBS Reporting ArenaIntroduction

1999 – Founded – Software Solutions

2004 – Started with Telelogic - DocExpress

2007 – Design and implemention of Telelogic Publishing Engine/ Rational Publishing Engine

2010 – Continued working in reporting area with services and products as IBM Business Partner

Page 3: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

GEBS Services and Products

Services

RPE Implementation

Template design and optimization

Migrating legacy solutions to RPE

RPE Training

Custom reporting solutions

Products

Web client for RPE – Reporting Arena Web Publisher (RAWP)

New output formats for RPE

– MS Excel: RAEC

– MS PowerPoint: RAPC

Lifecylce Reporting Connector – RTC Plugin

Page 4: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Using Rational Publishing Engine to Generate Documents Across System Development Life Cycle

Page 5: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

ABSTRACT

This talk discusses how to use RPE to generate large-scale reports across the System Development Life Cycle. The goal is to create a cross product report that will document all the system requirements (Rational DOORS) tracing all the work items (Rational Team Concert) that implement each requirement and all the test cases (Rational Quality Manager) that validate that requirement.

Page 6: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Polling Question 1• What products would you like to use RPE for:

– A) DOORS – B) RTC– C) Rhapsody – D) RQM – E) other

Page 7: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Polling Question 2• How do you currently automatically

generating your organizations documents? – A) We prepare documents manually – B) RPE – C) DocExpress/SoDA, – D) Company created tool – E) other

Page 8: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Rational Document GenerationRational Publishing Engine

This tool automates the generation of documents for ad hoc use, formal reviews, contractual obligations, or regulatory compliance. This can help improve productivity and reduce risk and cost. It uses predefined templates for rapid adoption, and all of these are available through an easy-to-use graphical template-editing environment.

Page 9: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Rational Publishing Engine

Supported Rational Tools:Asset Manager, ClearCase, ClearQuestDOORS, RequisitePro, Requirements ComposerFocal Point, System ArchitectQuality Manager, Team ConcertRhapsody and Software Architect (through the Design Manager)

Supported Non-Rational Tools:It also provides access to data from other companies' software through Extensible Markup Language (XML) and Representational State Transfer (REST) interfaces.

Page 10: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

1. Rational DOORS + DOORS WEB Access

2. Rational Rhapsody + Design Manager

3. Rational Team Concert

4. Rational Quality Manager

Rational Solution for Systems Engineering

Page 11: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Rational DOORS + DOORS Web Access

Manage system requirements and full traceability across the lifecycle.

Rational Rhapsody + Design Manager

Use modeling to validate requirements, architecture and design throughout the development process.

Rational Solution for Systems EmgineeringTools Overview

Rational Team Concert

Integrates task tracking, source control, and agile planning with continuous builds and a configurable process to adapt to the way you work

Rational Quality Manager

Achieve 'Quality by Design' with an integrated, automated testing progress.

Page 12: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE + RAWPWEB Reporting Solution for System Engineering

1. Document Studio

Design document templates

2. Reporting Arena Web Publisher (RAWP)

Design document specifications

Share resources, schedule execution, generate documents

Page 13: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

1. Rational Publishing Engine 1.1.2

2. Reporting Arena Web Publisher 2.1 (Ready for Rational)

3. Rational DOORS 9.3 + Rational Web Access 1.4.0.5

4. Rational Team Concert 4.0

5. Rational Quality Manager 4.0

Prerequisites

Page 14: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Rational Live document generation 2012RTC

storage app

RQM

storage app

DOORS

storage app

XML

XML

XML

RPEengine

RAWP Server

OSLC Links

OSLC Links

RPE Studio

Documenttemplates

Design

Share

storage

OSLC Links

Page 15: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE – Document Studio Intuitive drag and drop template

building capability Integrated preview capability

avoids wasted time in validating template changes

Powerful scripting language support (Javascript) with expression editor

Create single templates to generate all different types of output format

Page 16: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Reporting Arena Web Publisher

Reporting Arena Web Publisher (RAWP) provides an online interface for generating documents using RPE.

Overcomes RPE limitations as a desktop application Installation and updates on each user machine

With RAWP deployment is done fast and

easy, with no installation required on client

machine, just a web browser is needed

Isolated environment

With RAWP all RPE assets can be shared to be

used by other users

Page 17: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RAWP – Main FeaturesIntroduces new features Resource Manager

Templates

Styles

Specifications

Support for MS Excel and MS PowerPoint

Scheduler

Document history and administration

Role-based interface for template management, document publishing and administration

Page 18: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RAWP – Document Generation Process1. Analize requirements

2. Create document templates and stylesheets

3. Authorize and share document templates and stylesheets

4. Create and configure document specifications

5. Authorize and share document specifications

6. Publish documents or schedule executions

Page 19: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

www.reportingarena.com

Page 20: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Capture the report requirements1. Extract system requirements

from Rational DOORS

2. Document implementation WI from Rational Team Concert

3. Document validation test cases from Rational Quality Manager

4. Create requirements and testing coverage report.

Page 21: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Template Development– Workflow1. Design the document

2. Specify the layout

3. Implement the template

4. Test the template

5. Review report

6. Deploy the template and document specification

Page 22: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Define report layout

1. Define static/dynamic sections (first page, TOC, TOF)

2. Define sections layout - masterpages

1. Header section

2. Footer section

3. Define new style elements / Import existing company predefined styles

4. Configure global properties (metadata)

Page 23: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Document requirementsSystem Requirements - Formal DOORS Module

Page 24: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Link requirements to WIRational DOORS – Rational Team Concert OSLC Links

Page 25: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Process Implementation LinksRational DOORS

DOORS – RTC connection attributes Filter object links based on link type

“Implemented by”

Process link content and extract the WI ID (ex. 97)

Store WI’s ID in an internal array

Page 26: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE Template - Section 0 (Introduction)

1. Import title, aprovals, change history pages from a standard company RPE template

2. Import predefined company styles from an existing template or use external stylesheets

3. Define new styles

4. Insert TOC, TOF

5. Define necessary variables

Page 27: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE Template – Section 1 (DOORS)Iterate System Requirements

1. Import a DOORS Schema

2. Iterate through all the objects

3. Use ”InformationType” attribute to decide if an object is:1. Heading

2. Context info

3. Requirements

4. Create Req – Wi’s traceability table

Page 28: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Document WI’sProject Development Items

Page 29: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE Template – Section 2 (RTC)Trace WI’s that implement Requirements

1. Discover schema for WI

2. Iterate through all the project WI

3. Use conditions to filter only the Wis that implement system requirements.

4. Display WI details

5. Create Wis – Test Cases traceability table

Page 30: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Document Test CasesTest Items that validate Requirements

Page 31: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

RPE Template – Section 3 (RQM)Trace WI’s that implement Requirements

1. Discover RQM - Schemas

2. Iterate through all test cases

3. For each test case, iterate through all execution results

4. Display execution results history table.

Page 32: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Embedded Charts – Section 4 Vizualize the requirements coverage using charts

In some cases numeric data is much easier to understand when presented as a chart.

Limitation: Rational Publishing Engine does not have a special module for chart generation like BIRT.

Alternative: RPE can embed charts in generated documents using javascript language and some charting engines

Using GOOGLE Charts engine

Using javascript to create chart URI inside RPE template.

http://chart.apis.google.com/chart?cht=bvg&chs=320x130&chco=3072F3,ff0000,ffff00,808040,ff00ff&chxr=0,0,1e%2B02&chxt=y&chd=t:10|50|60|20|70&chdl=Agreed|Proposed|Not%20Applicable|Unconfirmed|Stake_Assess

Page 33: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Deploy and Share Template Test, Authorize and Share

Page 34: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Configure and Generate Report Create and configure document specification

Page 35: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Polling Question 3• Besides the web client do you think that a

tablet client (RPE app) for RPE will be also of interest? – A) Yes – B) No

Page 36: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Publish documentIntroduction section

Title page

Approvals

Change history

Table of Contents & Table of figures

Page 37: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

Document ContentAutomatically generated information (DOORS + RTC + RQM)

Page 39: WE MAKE REPORTING SIMPLE. GEBS Reporting Arena Introduction 1999 – Founded – Software Solutions 2004 – Started with Telelogic - DocExpress 2007 – Design.

www.reportingarena.com